Compare AU

Compare ZYUS vs. MVS

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P 500 High Yield Low Volatility ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ZYUS

MVS

Popularity

Low

Low

Pearlers invested

85

9

Median incremental investment

$625.00

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,740.96

$924.60

Average age group

26 - 35

> 35


Key Summary

ZYUS

MVS

Strategy

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment.

Top 3 holdings

Altria Group Inc (3.12 %)

Kinder Morgan Inc Class P (3.01 %)

Bristol-Myers Squibb Co (2.86 %)

Zip Co Ltd (2.41 %)

Pinnacle Investment Management Group Ltd (2.40 %)

HUB24 Ltd (2.18 %)

Top 3 industries

Real Estate (27.52 %)

Communication Services (20.64 %)

Energy (20.51 %)

Financials (61.58 %)

Industrials (10.22 %)

Real Estate (9.71 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Australia (99.99 %)

Management fee

0.35 %

0.49 %


Key Summary

ZYUS

MVS

Issuer

ETFS

VanEck

Tracking index

S&P 500 Low Volatility High Dividend Index

MVIS Australia Small-Cap Dividend Payers Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.49 %

Price

$16.12

$20.10

Size

$76.381 million

$86.589 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.81 %

4.91 %

Market

ASX

ASX

First listed date

12/06/2015

28/05/2015

Purchase fee

$6.50

$6.50


Community Stats

ZYUS

MVS

Popularity

Low

Low

Pearlers invested

85

9

Median incremental investment

$625.00

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,740.96

$924.60

Average age group

26 - 35

> 35


Pros and Cons

ZYUS

MVS

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

ZYUS

MVS

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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